Vice President Tax Management & Compliance

Church Pension Group (CPG) is a financial services organization that serves the Episcopal Church, located in Midtown Manhattan. Founded in 1917, CPG provides pension benefits to eligible clergy of the Episcopal Church and has since expanded its mission to include life and disability insurance, health benefits, property & casualty insurance, and publishing.

About the role

The VP, Tax Management & Compliance assists the Vice President and Senior Vice President of Tax Management & Compliance in all tax functions of The Church Pension Fund and its affiliates (collectively, “CPG”). This includes tax planning, research, and day-to-day compliance, both within the United States and globally. The role also involves addressing non-tax compliance matters within the Corporate Finance department, collaborating with other CPG compliance coordinators, and serving as a backup for the VP and SVP when unavailable.

Responsibilities

• Operate as a technical resource to various business/corporate units within CPG, including Corporate Finance, Business Compliance, Human Resources, Benefits Policy, and Legal, to resolve tax issues, maintain compliance, minimize tax liabilities, and recommend compliance strategies.
• Advise as a subject matter expert on federal and state employment tax matters, including:
  • State income taxation of hybrid and remote employees
  • State unemployment insurance
  • FICA taxation for deferred compensation arrangements
  • Imputed income tax reporting for employer-provided benefits
  • Tax reporting for personal use of company vehicles
  • Tax reporting for clergy compensation
  • Hong Kong tax compliance and reporting for employees in the Hong Kong office and U.S.-based employees working in Hong Kong
• Advise on tax reporting and income tax withholding for U.S. and non-U.S. persons related to retirement benefits, annuities, life insurance, death benefits, and disability benefits for clergy, lay members, and beneficiaries.
• Collaborate with business units administering benefit programs for The Episcopal Church, including:
  • Annual review of Puerto Rico tax forms (Form 480.7C) for clergy, lay members, and beneficiaries
  • Annual clergy housing allowance election process for the Diocese of Puerto Rico
• Update the Episcopal Employer Tax Reporting Guide, Episcopal Clergy Tax Guide, and income tax withholding forms for retirement/death packages annually.
• Ensure proper tax document collection from nonresident aliens to determine correct U.S. income tax withholding.
• Calculate and file the annual federal excise tax under Internal Revenue Code Section 4960 (Form 4720).
• Oversee tax reporting for informational forms (e.g., Form 1099, Form 1042, Form W-2, Form 941, Form 1094/1095, Form W-9/W-8) and ensure timely filing and tax deposits.
• Manage the annual Form 720 (Quarterly Federal Excise Tax Return) for the Episcopal Church Clergy and Employees’ Benefit Trust (VEBA) and execute the PCORI fee payment.
• Renew New York City real property tax exemptions for CPG properties annually.
• Monitor federal, state, and international tax updates, including prospective legislation, and advise business units on impacts and procedural modifications.
• Resolve compliance inquiries and examinations from U.S. and international tax authorities, working with external advisors to address matters cost-effectively.
• Develop, maintain, and update tax policies and procedures to ensure compliance with industry and government regulations.
• Conduct annual enterprise tax risk assessments, identify compliance gaps, and collaborate with cross-functional teams to mitigate risks.
• Lead, mentor, and develop a high-performing tax team while fostering collaboration with business units and managing relationships with external tax preparers and consultants.
• Manage relationships with external tax advisors and consultants domestically and internationally, and communicate effectively with CPG employees, including the Executive Leadership Team.
• Analyze, interpret, and apply critical thinking to assess risk and make sound business decisions, assisting the SVP with enterprise projects or initiatives.
• Perform essential functions on-site for relationship building and collaboration.

Requirements

• BA/BS in Accounting or related field (required).
• CPA certification (required).
• Minimum of 15+ years of tax experience with a major public accounting firm or corporate tax department.
• Managerial or Team Lead experience (required).
• Significant involvement with large tax compliance engagements for complex organizations.
• Experience with tax issues relating to employee benefit plans.
• Experience with international individual and corporate taxation.
• Experience with tax issues affecting nonprofit organizations.
• Experience with compliance issues relating to payroll and unclaimed property.
• Ability to serve as a subject matter expert for multiple corporate departments (Finance, Legal, Investments, HR, Compliance) and manage external tax advisor relationships.
• Strong organizational, tax preparation, and tax review skills.
• Excellent written and verbal communication skills, with the ability to interact effectively with senior management, external counsel, and consultants.
• Strong critical thinking, analytical, and problem-solving skills.
• Strong people management skills, including coaching and development.
• Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint).

Schedule

Hybrid work environment requiring in-office presence Tuesdays through Thursdays, with remote work flexibility on Mondays and Fridays.

Pay

Salary range: $220,000 - $255,000.

Benefits

• Core Benefits (Automatically Provided):
  • Employer-funded defined benefit pension plan (5-year vesting)
  • Employee Life Insurance
  • Spouse and Dependent Life Insurance
  • Accidental Death and Dismemberment (AD&D) Insurance
  • Short-Term Disability (STD) coverage
  • Long-Term Disability (LTD) coverage (pre-tax or after-tax election)
  • Business Travel Accident Insurance
  • Worker’s Compensation
  • Employee Assistance Program
  • Retiree health insurance (eligible after 10 years)
  • Retiree life insurance
• Elective Benefits:
  • 401(k) with matching contributions (immediate vesting)
  • Flexible Spending Accounts (FSAs)
  • Commuter Benefits
  • New York’s 529 College Savings Program (NY State residents)
  • Educational Assistance Program
  • Parental Leave
  • Paid Time Off (Vacation, Sick, Personal, Holidays)
• Eligibility to participate in a discretionary annual incentive program based on individual and organizational performance.
• Medical (including Vision) and Dental benefits available to eligible employees.